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Microsoft Dynamics CRM 2011 Application Design by Mahender Pal

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Setting up e-mail integration

In order to send an e-mail from Microsoft CRM 2011, we need to set up e-mail integration. Mainly, we have the following two options for e-mail integration:

  • Using an e-mail router
  • Using CRM for the Microsoft Outlook client

Both options have their own pros and cons. Please refer to http://blogs.msdn.com/b/crm/archive/2008/02/07/crm-4-0-e-mail-integration-overview.aspx for more details about e-mail integration.

We have an e-mail router installed in our development server, so we are going to use this e-mail router. Before setting up the e-mail router, we need to configure mail access for every CRM user. We need to perform the following steps to set e-mail access configuration to use the e-mail router:

  1. Navigate to the System ...

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